Employee Relationship Manager - Financial Wellness Solutions

PNC•Little Falls, NJ

3d•Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and foster an inclusive workplace. The Employee Relationship Manager is part of PNC’s Financial Wellness Solutions organization and is based in East Brunswick, New Jersey. Financial Wellness Solutions provides offerings to businesses and their employees to support financial wellbeing, awareness, and access to digital banking and money management tools. This position delivers financial wellness solutions and programs to employees of commercial and corporate banking clients and prospects. It works in an outbound sales capacity, facilitating in-person new-hire orientations, delivering financial education seminars, and presenting benefits programs. The manager acquires and deepens relationships across applicable solutions, manages and grows a client portfolio, and supports clients through acquisition, onboarding, and ongoing service. The role involves collaboration with internal and external partners and customer events at a variety of external locations. PNC describes itself as an in-office company. The position is incentive eligible, with incentive payments based on company, business, and/or individual performance. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires an associate degree or equivalent, along with related experience or product knowledge; a comparable combination of education, job-specific certifications, and experience (including military service) may be considered instead of a degree.
Typically requires 4 or more years of related business or functional experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Candidates are subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Nice To Haves

Client relationship building
Community development
Competitive strategies
Customer loyalty
Group problem solving
Negotiation
New business development
Relationship management
Knowledge of banking products and services
Business acumen
Customer experience management
Digital awareness
Effective communication
Flexibility and adaptability
Managing multiple priorities
Selling
Understanding customer needs

Responsibilities

Deliver financial wellness solutions and programs to the workforces of commercial and corporate banking clients and prospects.
Acquire and deepen relationships across applicable financial wellness solutions.
Generate consumer acquisitions through proactive lead generation, appointments, and referrals.
Deliver a differentiated client experience from acquisition through onboarding and ongoing servicing support.
Manage and grow a portfolio of clients using available tools and resources to maximize business results.
Collaborate with a broad range of partners, identify resources suited to customer needs, and make appropriate introductions.
Hold partners accountable for routine updates and referral follow-up.
Deliver customer experiences through conversations, presentations, and events at external locations.
Provide tailored solutions aligned with customer needs, resolve problems courteously and promptly, and escalate when necessary.
Advocate for clients and prospects by identifying workforce trends and unique needs.
Influence annual marketing and communication plans based on workforce knowledge and client needs, including support materials, media, and content.
Use tools such as participant surveys and utilization reports to customize annual plans.
Keep the team informed of services through Edge reports, attend relationship review meetings as needed, and collaborate with partners to update materials when appropriate.
Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.
Provide customer-focused solutions that align with customer needs and satisfaction.

Benefits

Medical and prescription drug coverage, with a Health Savings Account feature
Dental and vision options
Employee and spouse/child life insurance
Short- and long-term disability protection
401(k) with PNC match
Pension plan
Stock purchase plan
Dependent care reimbursement account
Back-up child and elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select fully paid programs
Wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 and 25 vacation days each year, depending on career level and years of service